At Verrill we understand that financial services institutions, from banks to credit unions, fin-tech start-ups to more seasoned financial services providers, have a broad range of legal needs and they rely on law firms who understand these different services and are able to see the big picture in an increasingly complex regulatory and financial landscape.

Verrill's Financial Services Group is comprised of an interdisciplinary team of experienced attorneys who understand the needs of banks and other financial services institutions.

Commercial Lending

  • Representing lenders on commercial loans
  • Representing borrowers on commercial loans
  • Complex credit facilities
  • Commercial real estate lending
  • Loan forms review and advice

Mergers and Acquisitions

  • Representing acquirors
  • Representing targets
  • Change of control planning and defenses

Securities Regulation

  • Structuring exempt offerings of securities to raise capital
  • Investments in securities offered by third parties
  • Investment adviser regulation
  • Broker-dealer regulation
  • Related-party lending
  • Repurchase agreements

Bankruptcy and Insolvency and Enforcement

  • Borrower bankruptcies
  • Workouts
  • Secured party sales

General Corporate

  • Formation of holding companies and subsidiaries
  • Board duties and meetings; committee processes
  • Shareholder meetings


  • Hiring and firing employees
  • Wage and hour, fair labor, anti-discrimination, etc.
  • Internal investigations
  • Independent contractor issues

Employee Benefit Plans

  • 401(k) plans
  • Health insurance plans
  • Cafeteria plans

Intellectual Property

  • Software licenses
  • Software-as-a-service issues
  • Trademark and copyright registrations and infringement


  • Trustee process, tax liens, and orders to withhold and deliver
  • Lender liability claims
  • Planning to avoid litigation
  • Arbitration and mediation

Firm Highlights


New Options for Retirement Plan Distributions Under SECURE 2.0

This post summarizes the new distribution options, including penalty-free withdrawals, applicable to defined contribution plans under the SECURE 2.0 Act of 2022 (“SECURE 2.0”) and provides a timeline of their effective dates. The new...


Jim Cohen Discusses “No Blank Checks” Citizen Initiative Before Maine Legislative Committee

Verrill Partner Jim Cohen was recently quoted in a Spectrum News article " Maine Ballot Initiative To Require Voter Approval For $1B Borrowing Gets Broad Support.” Maine LD 1772 is a citizen-initiated ballot question...


Advised Fortune 500 Company on Group Health and Welfare Benefit Plans

We were engaged by a Fortune 500 manufacturing company to provide legal and compliance services regarding its group health and welfare benefit plans. During the course of our representation, we have advised the company...


State Trademark Registration

The United States has two levels of trademark registration: state and federal. A state trademark registration is issued by a state office and protects a trademark only in that state, whereas a federal trademark...


Virtual Lunch & Learn: Human Resources in Small Business/Startups

Verrill associate Emily Waddell will be presenting at PROPEL 's Virtual Lunch & Learn: Human Resources in Small Business/Startups. In addition to presenters sharing their expertise, this session covers various Human Resource topics including...


Verrill Welcomes Partner Andrew M. Walsh to Firm’s Business Law Group



Remember that old parody of the Battle Hymn of the Republic we used to sing before there was an Internet? There are apparently many versions, but they all generally involve children inflicting various types...


Tesla’s Cybertruck Raffle

On May 11, 2023, @BabyTesla3 sent out a Tweet: NEW: Tesla has revamped the Referral program and introduced a new loyalty program! Here’s what you need to know • S/X: 3,500 credits (referrer) &bull...


Elections and Constitutional Law: Successfully Challenged Certification of Initiative Petition

In a victory for consumers and the ride-hailing public, the Massachusetts Supreme Judicial Court recently barred the Secretary of State from placing on the November ballot initiative petitions proposed by companies such as Uber...


U.S. Tax Considerations When Buying Property Abroad with Ruth Mattson

Verrill partner Ruth Mattson was recently featured on The American College of Trust and Estate Counsel 's podcast series Trust and Estate Talk . In this podcast, U.S. Tax Considerations When Buying Property Abroad...

Contact Verrill at (855) 307 0700